OpenAI has temporarily stopped accepting new subscribers to its $200-a-month Pro plan, a move its product lead attributed to demand for the company’s newest model overwhelming the infrastructure behind it. Thibault Sottiaux, who leads core products including ChatGPT and Codex, announced the pause on X, saying the Pro tier places the heaviest load on OpenAI’s […]
Elon Musk confirmed on Saturday that a secret SpaceX foundry in Bastrop, Texas, is being used to cast gas turbine blades and vanes — a component he called the limiting factor for natural gas turbine production. In a post on X, Musk said in-house casting could accelerate gas turbines coming online by up to 18 […]
Nvidia’s earnings call on Wednesday signaled a shift in the company’s competitive narrative. For years, the story was simple: Nvidia dominated AI because it made the best GPUs. But as Amazon and Google develop their own chips, investors have questioned how long that advantage can last. The company’s latest results, however, suggest a more complex […]
Amazon and Nvidia deepened their partnership Wednesday, with the two companies announcing an expanded deal that adds 2 million Nvidia GPU chips to Amazon Web Services’ data centers in 2027 and 2028. The announcement, made during Nvidia’s quarterly earnings call, comes just five months after Amazon initially agreed to deploy more than 1 million Nvidia […]
Hugging Face, the AI model-sharing platform that has become a central hub for open-source AI development, is reportedly in talks to be acquired at a valuation of $13 billion or more. Business Insider reported over the weekend that the company has been approached with acquisition offers, although no deal has been reached and the potential […]
Starcloud, a startup building satellites designed to run AI inference in orbit, has secured a $250 million extension to its Series A round, bringing the company’s valuation to $2.3 billion. The additional capital, announced Wednesday, will fund a larger manufacturing facility and accelerate development of Starcloud-3, the company’s largest orbital data center spacecraft, which is […]
Nvidia this week revealed that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are willing to commit up to $500 billion to build AI data centers. The eye-popping figure drew most of the attention, but the more consequential development is Nvidia’s plan to create a secondary market for aging GPUs by guaranteeing a portion of […]
The operator of the largest electrical grid in the United States, PJM Interconnection, will begin cutting power to large data centers during supply shortages starting in June 2027, after an auction for new generating capacity failed to meet demand. The decision, announced this week, marks an escalation in the struggle to balance the explosive growth […]
Three years ago, Sequoia partner David Cahn was one of the first to put a hard number on Silicon Valley’s enormous AI infrastructure bet. In 2023, he calculated that $200 billion in revenue would be needed to justify Nvidia’s $50 billion in GPU revenue and the associated data center costs. Today, that figure has ballooned. […]
SpaceX is set to go public on Friday with a $75 billion stock offering that is reportedly deeply oversubscribed, with some institutional investors committing as much as $10 billion for a piece of Elon Musk’s empire. But beneath the excitement lies a sobering reality: the company’s bankers have valued it at nearly $1.8 trillion, a […]
© Copyright 2026 [sc name="site-link"]
